Quantum Multi Asset Allocation Fund
Get the latest NAV of Quantum Multi Asset Allocation Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹11.94
▲1.4%1D
NAV as on 25 Mar 2026
9.04%/per year
Since Inception
▲▼
173 people have invested ₹ 7.1L in Quantum Multi Asset Allocation Fund in the last three months
Quantum Multi Asset Allocation Fund Performance vs. Multi Asset Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (25-Mar-26)
The fund has outperformed the benchmark (Multi Asset Allocation Index) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
Quantum Multi Asset Allocation Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Quantum Multi Asset Allocation Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Quantum Multi Asset Allocation Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Government, Financial Services & Tech
Government
78%
Financial Services
49%
Consumer Cyclical
15%
Government
80%
Financial Services
45%
Tech
17%
Quantum Multi Asset Allocation Fund Holdings Details
as on (28-Feb-26)
Quantum Multi Asset Allocation Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.4% |
Benchmark | null |
| AUM | ₹56 Cr |
| Inception Date | 7 March, 2024 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 108.47% |
| Risk |   High Risk |
About Quantum Multi Asset Allocation Fund
Quantum Multi Asset Allocation Fund is a hybrid fund. This fund was started on 7 March, 2024. The fund is managed by Chirag Mehta, Mansi Vasa, Sneha Pandey. This fund gives you the benefit of diversification.
Key Parameters
- Quantum Multi Asset Allocation Fund has ₹56 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.4.
Returns
Quantum Multi Asset Allocation Fund has given a CAGR return of 9.04% since inception. Over the last 1 year the fund has given a CAGR return of 7.18%.
Holdings
Quantum Multi Asset Allocation Fund has allocated its funds majorly in Government, Financial Services, Cash Equivalent, Consumer Cyclical, Tech, Basic Materials, Health, Utilities, Industrial, Communication, Consumer Defensive.
Taxation
As it is a multi asset allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Quantum Multi Asset Allocation Fund
The investment objective of the Scheme is to generate long term capital appreciation /income by investing in Diversified portfolio of Equity & Equity Related Instruments, Debt & Money Market Instruments and Gold Related Instruments.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Quantum Multi Asset Allocation Fund has no lock in period.
Fund Manager
Chirag Mehta
Fund Manager of Quantum Multi Asset Allocation Fund, since 7 March 2024
Mansi Vasa
Fund Manager of Quantum Multi Asset Allocation Fund, since 1 April 2025
Sneha Pandey
Fund Manager of Quantum Multi Asset Allocation Fund, since 1 April 2025
- AUM of the fund stands at 56 Cr as of Feb'26
- AUM increased by 2.1 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Quantum Multi Asset Allocation Fund
How do I invest in Quantum Multi Asset Allocation Fund?
- Download the INDmoney app.
- Search for ‘Quantum Multi Asset Allocation Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.